Dynamic Advisor Solutions LLC Incresed Positions in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Linde PLC
11
+ 0.24%
N/A
4.61K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
1.05K
+ 3.2%
N/A
33.8K $0
Annaly Capital Management In
1.32K
+ 10.18%
N/A
14.3K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
749
+ 10.89%
N/A
7.63K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
48.5K
+ 167.18%
N/A
77.4K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
2.98K
+ 28.92%
N/A
13.3K $0
Bondbloxx ETF Trust
1.7K
+ 9.31%
N/A
19.9K $0
Capital Group Core Balanced
623
+ 8.0%
N/A
8.41K $0
Blackrock Inc
153
+ 2.65%
N/A
5.94K $0
Capital Group Dividend Growe
4.47K
+ 8.85%
N/A
55K $0
Invesco Actively Managed Exc
5.78K
+ 53.32%
N/A
16.6K $0
QTUM
ETF Ser Solutions Defiance Qua
126
+ 3.84%
N/A
3.41K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
245
+ 0.61%
N/A
40.3K $0
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
18.9K
+ 9.91%
$37.35 - $43.35 $705K - $819K
210K $7.93M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
4.36K
+ 11.96%
N/A
40.8K $0
BYLD
Ishares Tr Yield Optimized Bd
1.38K
+ 4.12%
N/A
34.9K $0
CRH.L
Crh PLC

Basic Materials
141
+ 1.38%
N/A
10.4K $0
Ea Series Trust
1.16K
+ 7.78%
N/A
16.1K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
9.65K
+ 29.92%
N/A
41.9K $0
Ge Vernova Inc
4.43K
+ 104.66%
N/A
8.66K $0
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
312
+ 1.06%
$65.27 - $71.18 $20.4K - $22.2K
29.8K $1.98M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
11
+ 0.09%
$47.35 - $48.24 $521 - $531
12K $568K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
1.22K
+ 8.47%
$25.57 - $29.31 $31.2K - $35.7K
15.6K $401K
APO
Apollo Global Management, Inc.

Financial Services
598
+ 19.82%
$126.01 - $172.06 $75.4K - $103K
3.62K $495K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
9
+ 0.07%
$14.03 - $14.65 $126 - $132
12.2K $171K
PAVE
Global X Fds Us Infrastructure

ETFs
429
+ 5.66%
$37.31 - $43.82 $16K - $18.8K
8.01K $302K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
89
+ 4.55%
$113.22 - $126.36 $10.1K - $11.2K
2.05K $233K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
5
+ 0.04%
$11.63 - $13.3 $58.2 - $66.5
12K $139K
ONB
Old National Bancorp

Financial Services
22
+ 0.16%
$20.11 - $24.45 $442 - $538
14.2K $300K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
37
+ 0.17%
$22.83 - $23.75 $845 - $879
21.5K $495K
ADI
Analog Devices Inc

Technology
251
+ 4.31%
$201.56 - $243.82 $50.6K - $61.2K
6.07K $1.22M
PEG
Public Service Enterprise Group Inc

Utilities
1.08K
+ 2.3%
$78.2 - $90.39 $84.7K - $97.9K
48.2K $3.96M
DOV
Dover Corp

Industrials
30
+ 1.9%
$174.65 - $206.43 $5.24K - $6.19K
1.61K $282K
JMEE
J P Morgan Exchange Traded Fd

ETFs
147
+ 2.76%
$54.51 - $63.63 $8.01K - $9.35K
5.47K $305K
PNC
Pnc Financial Services Group, Inc.

Financial Services
301
+ 7.18%
$168.84 - $202.89 $50.8K - $61.1K
4.49K $789K
CG
Carlyle Group Inc.

Financial Services
314
+ 6.5%
$40.03 - $56.96 $12.6K - $17.9K
5.15K $224K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.64K
+ 2.29%
$29.34 - $31.31 $136K - $145K
208K $6.16M
FTSL
First Trust Senior Ln Fund

ETFs
23
+ 0.06%
$45.65 - $46.48 $1.05K - $1.07K
37.5K $1.71M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
23
+ 2.0%
$203.38 - $274.79 $4.68K - $6.32K
1.17K $240K
IWP
Ishares Russell Mid Cap Growth

ETFs
524
+ 5.61%
$114.9 - $139.6 $60.2K - $73.2K
9.87K $1.16M
CARR
Carrier Global Corp

Industrials
11
+ 0.22%
$62.07 - $70.55 $683 - $776
5.06K $320K
PCT
Pure Cycle Technologies, Inc.

Industrials
15.2K
+ 38.77%
$6.92 - $10.9 $105K - $165K
54.2K $375K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.04%
$77.33 - $90.16 $77.3 - $90.2
2.73K $213K
GLW
Corning Inc

Technology
297
+ 1.34%
$44.91 - $54.25 $13.3K - $16.1K
22.4K $1.02M
DFAT
Dimensional ETF Tr U S Target

ETFs
676
+ 4.48%
$50.44 - $58.1 $34.1K - $39.3K
15.8K $812K
GWRS
Global Water Resources, Inc.

Utilities
420
+ 1.5%
$10.08 - $12.2 $4.23K - $5.12K
28.4K $292K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
37
+ 0.13%
$13.21 - $14.63 $489 - $541
28.7K $378K
CMI
Cummins Inc

Industrials
54
+ 3.64%
$312.92 - $386.07 $16.9K - $20.8K
1.54K $481K
APH
Amphenol Corp

Technology
114
+ 0.87%
$61.62 - $78.55 $7.02K - $8.95K
13.2K $867K
Activity Summary
Buys All Purchases 589 New Holdings 239 Increased Positions 350 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 2 Puts 1
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